Justin Bergner, Portfolio Manager at Gabelli Funds says a 10-15% pullback could be ahead and shares exactly where smart investors should be investing before the market turns around.
00:00 Introduction
00:09 Market Outlook After Recent Selloff
00:56 Biggest Risks Facing the Market
02:01 Potential Downside for the S&P 500
03:05 S&P 500 Year-End Outlook
03:57 Buying Opportunities in a Pullback
04:46 Value Stocks Positioned for AI
06:04 High-Flying AI Stocks After the Selloff
07:09 Rotation Into Defensive Sectors
08:21 Impact of Higher Oil Prices on the Market
09:47 Fed Outlook and Policy Expectations
10:42 Rapid Fire: This or That
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